When building a report template, you can choose from the following field types. Each serves a different purpose, and the AI assistant knows how to fill every one from conversation.
Short text
A single line of free text. Use this for names, reference numbers, short descriptions, and anything else that needs a brief, open-ended answer.
Example uses: employee name, asset tag, job reference, site address.
Long text
A multi-line text box for longer answers. Use this when the field worker might need to write several sentences, for example a summary of work carried out, or a description of damage found.
A visual divider with a heading. Section headers do not collect data. They are purely for organising the form into labelled groups, making it easier to read and navigate.
Example uses: “Device details”, “Condition assessment”, “Sign-off”.
Checkbox
A yes/no tick box. Use this for binary questions where the answer is either true or false.
Example uses: “Was PPE worn?”, “Has the area been made safe?”, “Customer signature obtained.”
Combo box
A dropdown that lets the field worker choose one option from a predefined list. Use this when you want controlled, consistent answers rather than free text.
Example uses: device condition (Good / Fair / Damaged), job outcome (Complete / Incomplete / Follow-up required).
When setting up a combo box, define the list of options in the field editor.
Radio group
Similar to a combo box, but the options are displayed as a visible list of radio buttons rather than a dropdown. Useful when there are only a few options and you want them all visible at once without opening a menu.
Image upload
Allows the field worker to take a photo or choose one from their device gallery. The photo is attached to the specific field in the report.
Example uses: photo of device condition, site photo, signature capture.
Mark image fields as required if a photo is always needed for the report to be valid.
Repeatable section
A group of fields that can be added multiple times, one set per item. Use this when the job involves inspecting or recording multiple instances of the same thing.
Example uses: one set of fields per window inspected, per item collected, per defect found.
The AI assistant adds a new row each time the field worker describes another item. Rows can also be added manually.
Conditional section
A group of fields that only appears when a specific condition is met on another field. The condition is set when you create the section, for example “show these fields only if Device condition equals Damaged”.
Data in a conditional section is preserved but hidden when the condition is false.
Example uses: damage description fields that appear only when condition is “Damaged”, follow-up fields that appear only when job outcome is “Incomplete”.